We are more confident that China will be able to achieve a near-stabilization ofits debt to GDP by 2H19 and will attain high-income status by 2025,two yearsearlier than we initially expected.Despite its strong performance year to date,we expect MSCI China to continue to outperform EM over the cycle.
20171116-MORGAN_STANLEY-BLUE_PAPER_REVISIT:WHY_WE_ARE_STILL_BULLISH_ON_CHINA-676504.pdf
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